Templates

Templates are reusable message blueprints. They let you define content (and often styling) once, and then send consistent messages by referencing a template id and supplying variables at send time.

What a template is

A template is a saved definition of message content. Depending on your setup, a template can include:

• In-app content (title/snippet/body/actions)
• Email content (subject/title/body/layout)
• Variables that personalize content for a specific recipient

Templates are ideal when you want repeatable messaging behavior across your product — password resets, onboarding nudges, billing notifications, release announcements, and so on.

How it fits into the system

• Messages can be sent using ad-hoc content, but templates are the recommended path once you move beyond experiments.
• Categories (under Messages) help users manage preferences across repeated messages (for example, “Marketing” vs “Product updates”).
• Workflows often use templates in steps so that the sequence is consistent and maintainable.

Getting started

1. Create a template in the Dashboard for the channel(s) you care about (start with in-app).
2. Add variables for personalization (for example, firstName, plan, invoiceUrl).
3. Send the template:
   • From the Dashboard for a quick test, or
   • From your backend using the Server SDK or /sdk/v1/messages/send with content.templateId.